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Liability management is based on a 3-sided balance sheet. Essentially, how does real estate, liabilities and assets work together to create wealth. Once a consumer has a clear understanding on their borrowing and real estate goals, a liability advisor uses suitable borrowing programs, repayment strategies, and considers tax ramifications of buying, selling, or refinancing residential real estate to support the client on the management of their liabilities. Liability advisors consider the changing eligibility, suitability and lifestyle needs of the client to manage liabilities over the life time relationship of the client. Through this process, the consumer will make better decisions that support a variety of financial goals.

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